Use the Merge Unapproved Invoices report to find all unapproved client invoices. After you find the unapproved invoices, you can use the report to quickly and easily do an invoice merge. As a result, ezyVet puts all of the unapproved invoices of each client in one merged invoice for each client.
Note: You can use the Merge Unapproved Invoices report to do a merge of invoices for the same patient only. You cannot use the report to do a merge of invoices of different patients.
Report example shows an example search result of the Merge Unapproved Invoices report. A staff member used the report settings to select a date range. Then they used the SHOW UNAPPROVED INVOICES button to show unapproved invoices of all clients. As a next step, they could select MERGE SELECTED to do the merge.Figure 1. Report example
The Consolidate Invoices setting of a contact record
The General Information section of a client contact record shows a Consolidate Invoices setting. Use the Consolidate Invoices setting to tell the Merge Unapproved Invoices report to automatically select all unapproved invoices of the client after you use the report to find invoices. As a result, you can use the report to quickly make one merged invoice for the client.Figure 2. The Consolidate Invoices setting
This image shows the search results of the report after you select Consolidate Invoices:
This image shows the search results of the report after you clear Consolidate Invoices:
Note: The Consolidate Invoices setting is applicable only to the Merge Unapproved Invoices report. It does not have other functions.
